Live Oak Private Wealth LLC BRK.B Holdings History
Live Oak Private Wealth LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Live Oak Private Wealth LLC held 66,461.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $35.40 Mil. This investment constitutes 5.74% of their stock portfolio, and Live Oak Private Wealth LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2019Q4. And since then Live Oak Private Wealth LLC has made 13 purchases of BRK.B, at an average price of $216.83, for a total of 77,483.00 shares. In addition, there have been 8 sales at an average price of $392.38 for 11,022.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, Live Oak Private Wealth LLC's estimated gain on his BRK.B holdings is $19.47 Mil, reflecting a 115.86% gain to date.
Live Oak Private Wealth LLC BRK.B ($480.60) Holding Chart
Live Oak Private Wealth LLC BRK.B ($480.60) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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